About Max
Max joined WBG in 2015 and today, after over a decade of service, proudly serves as Owner & Partner and Lead Financial Advisor. As a CERTIFIED FINANCIAL PLANNER™ professional, Max leads the firm’s comprehensive planning and wealth management business — guiding clients through every stage of their financial journey, from wealth accumulation to retirement and legacy preservation.
What Max Does
In his role as Lead Advisor, Max partners with successful professionals, families, and business owners to design and implement personalized, data-driven financial plans. Leveraging the latest financial technology and planning software, he builds customized strategies that help clients visualize their entire financial picture — empowering them to make informed, confident decisions.
His process integrates investment management, insurance and risk analysis, and advanced tax and estate planning strategies. Max specializes in advanced planning techniques designed to minimize clients’ lifetime tax burden, enhance after-tax returns, and preserve wealth across generations. He is deeply focused on helping clients simplify complex financial decisions so they can confidently pursue what matters most to them.
Approach & Philosophy
Known for his hands-on approach, Max believes effective financial planning begins with listening — understanding each client’s goals, values, and priorities before developing tailored recommendations. He combines technology, economic insight, and years of experience to deliver clear, actionable plans that evolve as clients’ lives and markets change.
Max’s philosophy is simple but powerful: “Treat others the way you’d want to be treated.” It’s a lesson learned early from his father, Bob, and one that continues to guide every client interaction and decision today.
Education & Credentials
Max graduated from the Darla Moore School of Business at the University of South Carolina. He holds the Series 7, 63, and 65 securities registrations, along with Life, Accident & Health insurance licenses, allowing him to deliver fully integrated financial, investment, and risk management solutions.
He remains actively involved in professional development through the Young Advisor Group, an organization for industry professionals committed to continuous learning and collaboration.
Beyond the Office
A lifelong learner, Max believes travel broadens perspective and deepens empathy. He has taught English at a bilingual school in Thailand and volunteered in Ghana and Myanmar, working with local schools and community programs.
Outside of work, Max enjoys hiking, fishing, and exploring new places — experiences that help him stay grounded and inspired. A passionate follower of European soccer, he’s fascinated by how the game reflects strategy, leadership, and teamwork. Max still wakes up early on weekends to catch matches and appreciates the global culture and camaraderie the sport brings. He also values time spent with family and friends, embracing every opportunity to connect and recharge.